About MyPlanIQ

Since 2008, we have provided online retirement investment platform MyPlanIQ.com for investors. The site has the most comprehensive 401k plan investment option data. Thousands of subscribers have utilized our effective risk managed asset allocation model portfolios and benefited from our easy to use and feature rich online investment portfolio platform.

Our online application provides asset allocation portfolios for

  • tens of thousands of 401k, 403B retirement plans,
  • variable annuities and variable universal life insurance plans,
  • college 529 plans,
  • brokerage specific (Schwab, Fidelity, TDAmeritrade, Etrade and FolioInvesting) mutual fund and ETF (such as commission free) IRA or taxable accounts.

Our services include

  • simple questionnaire to decide risk profile,
  • daily monitoring of portfolios,
  • monthly/quarterly rebalance email updates,
  • portfolio and fund performance analysis and comparison,
  • regular educational articles and newsletters.

MyPlanIQ Team

MyPlanIQ founders have extensive technology and business background in the computer and semiconductor industries.

The asset allocation strategies utilized by MyPlanIQ have been academically researched and practiced by wealth and hedge fund managers.

John Zhong

CEO/Founder

John has over 20 years experience in the IC design industry. Before creating MyPlanIQ, he was a co-founder and CTO of InnoLogic Systems, Inc., an Electronic Design Automation company which was acquired by Synopsys in 2003. Before Innologic and Synopsys, he held senior engineering and management positions at MIPS technologies and Silicon Graphics Inc.(SGI). John holds 3 US patents in IC verification and has a Ph.D. in Computer Engineering.

Simon Napper

President/Founder

Simon has a management and marketing background in the semiconductor design market. He has held various executive and marketing positions including CEO of Synfora and Innologic Systems, Inc. and Vice Presidents of marketing in EPIC design and LSI Logic. He has more than 20 years experience in leading startups and large companies to develop and market their products successfully.

Regina Karson

Vice President, Business Development

Regina has over 20 years experience in business development, sales and technical marketing. Her previous positions include sales and marketing roles in Hewlett Packard (HP), Mips Technologies, LSI Logic.

Xiaola Lin

Head of R&D

Dr. Lin has been a professor in computer science at several major universities including Sun-Yat Sun University in China and University of Hong Kong and City University of Hong Kong. Before that, he spent several years in Silicon Valley developing computer software. Dr. Lin has extensive research and development experience in large scale distributed server systems and applications. He has a Ph.D. in Computer Science.

Our Writers

See About MyPlanIQ Articles And Authors.

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

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